AXA SA (Germany) Performance
| AXA Stock | EUR 32.83 0.22 0.67% |
The firm owns a Beta (Systematic Risk) of -0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning AXA SA are expected to decrease at a much lower rate. During the bear market, AXA SA is likely to outperform the market. At this point, AXA SA has a negative expected return of -0.0861%. Please make sure to confirm AXA SA's market risk adjusted performance, coefficient of variation, jensen alpha, as well as the relationship between the mean deviation and standard deviation , to decide if AXA SA performance from the past will be repeated in the future.
Risk-Adjusted Performance
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Over the last 90 days AXA SA has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, AXA SA is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 27.5 B | |
| Total Cashflows From Investing Activities | -9 B |
AXA |
AXA SA Relative Risk vs. Return Landscape
If you would invest 3,464 in AXA SA on August 31, 2024 and sell it today you would lose (203.00) from holding AXA SA or give up 5.86% of portfolio value over 90 days. AXA SA is currently producing negative expected returns and takes up 1.1647% volatility of returns over 90 trading days. Put another way, 10% of traded stocks are less volatile than AXA, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
AXA SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AXA SA's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AXA SA, and traders can use it to determine the average amount a AXA SA's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.074
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| Negative Returns | AXA |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AXA SA is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of AXA SA by adding AXA SA to a well-diversified portfolio.
AXA SA Fundamentals Growth
AXA Stock prices reflect investors' perceptions of the future prospects and financial health of AXA SA, and AXA SA fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on AXA Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0083 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.09 % | |||
| Current Valuation | 98.22 B | |||
| Shares Outstanding | 2.32 B | |||
| Price To Earning | 37.55 X | |||
| Price To Book | 1.20 X | |||
| Price To Sales | 0.59 X | |||
| Revenue | 111.69 B | |||
| EBITDA | 11.04 B | |||
| Cash And Equivalents | 23.82 B | |||
| Cash Per Share | 9.99 X | |||
| Total Debt | 26.57 B | |||
| Debt To Equity | 62.90 % | |||
| Book Value Per Share | 22.85 X | |||
| Cash Flow From Operations | 6.53 B | |||
| Earnings Per Share | 3.04 X | |||
| Total Asset | 775.49 B | |||
| Retained Earnings | 21.89 B | |||
| Current Asset | 113.01 B | |||
| Current Liabilities | 65.35 B | |||
About AXA SA Performance
By analyzing AXA SA's fundamental ratios, stakeholders can gain valuable insights into AXA SA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AXA SA has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if AXA SA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
AXA SA, through its subsidiaries, provides insurance and asset management services worldwide. The company was founded in 1852 and is headquartered in Paris, France. AXA S is traded on Frankfurt Stock Exchange in Germany.Things to note about AXA SA performance evaluation
Checking the ongoing alerts about AXA SA for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AXA SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AXA SA generated a negative expected return over the last 90 days | |
| The company has €26.57 Billion in debt which may indicate that it relies heavily on debt financing | |
| About 20.0% of the company shares are held by company insiders |
- Analyzing AXA SA's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether AXA SA's stock is overvalued or undervalued compared to its peers.
- Examining AXA SA's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating AXA SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AXA SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of AXA SA's stock. These opinions can provide insight into AXA SA's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for AXA Stock analysis
When running AXA SA's price analysis, check to measure AXA SA's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AXA SA is operating at the current time. Most of AXA SA's value examination focuses on studying past and present price action to predict the probability of AXA SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AXA SA's price. Additionally, you may evaluate how the addition of AXA SA to your portfolios can decrease your overall portfolio volatility.
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